Abundance Advisors, Inc.

Abundance Advisors provides asset‑allocation investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations and corporations. The firm offers discretionary portfolio management through a proprietary Private Account Asset Allocation program and also acts as a solicitor or co‑advisor for selected third‑party advisory programs, implementing allocations primarily using no‑load mutual funds, variable annuities and cash sweep vehicles.

The firm follows a strategic, model‑based asset allocation process: clients complete a detailed questionnaire and an Investment Policy Statement, are assigned to one of several model portfolios, and accounts are reviewed and rebalanced at least quarterly. Implementation emphasizes funds managed by Dimensional Fund Advisors and, in some third‑party programs, fund‑of‑fund structures; proprietary program accounts are custodied and cleared through a national broker‑dealer custodian.

Compared with many peers, Abundance both selects and refers clients to other advisers (acting as a solicitor/co‑advisor) rather than exclusively managing all assets internally, and the firm’s principal engages in insurance brokerage and protection planning and receives insurance commissions. The firm charges percentage‑of‑assets fees on a discretionary basis with quarterly billing, does not serve as a private fund adviser, and operates with relatively modest assets under management.